Branch Financial Advisor — Grow Client Wealth & Service

Sanlam Limited; Phuthaditjhaba; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Phuthaditjhaba is seeking a Branch Consultant/ Financial Advisor to enhance market share by delivering exceptional financial advice and client service. Applicants should have at least 1 year of experience in sales, preferably in insurance, and a Matric qualification. The role involves client retention, reporting, and continuous compliance. Competitive benefits and opportunities for career development are offered.

Qualifications

• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.

Responsibilities

• Provide sound financial advice and high level of client service.
• Maintain an in-depth understanding of SRM product ranges.
• Manage all client profiles to ensure clients remain on the books.
• Conduct due diligence on clients to identify and flag risks.
• Report on activities daily using relevant technology platforms.

Skills

Broker Support

Business Building

Administration and processing of new and existing business

Partnership Building

Coach and develop others

Education

Matric (Grade 12)

RE5 advantageous

FAIS Compliant (Wealth Management)

Class of Business training

Job description

A leading financial services provider in Phuthaditjhaba is seeking a Branch Consultant/ Financial Advisor to enhance market share by delivering exceptional financial advice and client service. Applicants should have at least 1 year of experience in sales, preferably in insurance, and a Matric qualification. The role involves client retention, reporting, and continuous compliance. Competitive benefits and opportunities for career development are offered.